Hybrid Client Onboarding Executive

at Sleek

• Job title: Client Onboarding Executive
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Singapore

About the role

• Client Onboarding Executive at Sleek ensuring a smooth onboarding experience for Singapore clients. Responsible for regulatory compliance, client journey, and operational excellence in onboarding.

Responsibilities

• End-to-End Onboarding: Own the client onboarding journey, ensuring a tailored and delightful experience that secures long-term retention.
• Accuracy & Quality: Maintain 100% accuracy in client billings, statutory filings, and adherence to Sleek’s Terms & Conditions.
• The "Three-Day" Vision: Execute workflows with speed and precision, relentlessly pursuing the goal of less than three business days of "Sleek Time" for client processing. Proactively inform clients in case of roadblocks or any further information needed.
• Focus on Tangible KPIs: Maintain high CSAT and aim for lowest time to onboard.
• Regulatory Mastery: Apply expertise in ACRA regulations, the Companies Act 1967, and AML/CFT policies to ensure every client is onboarded with absolute compliance.
• Workflow Efficiency: Organise daily tasks effectively to ensure all deliverables align with scope and tight timelines while maintaining strict client confidentiality. Follow SOP and onboarding processes.
• AI-Augmented Execution: Utilise Sleek’s automation and AI tools to streamline manual tasks, transitioning toward a 100% efficient, system-driven workflow.
• Continuous Evolution: Participate in a "continuous improvement" loop by providing feedback to management to help refine and simplify processes every month.
• Stakeholder Support: Collaborate with the Head of Client Onboarding and Team Leader to implement the Sleek Strategic Roadmap and scalable workflows.
• Problem Solving: Act as a primary point of contact for client queries, resolving requests with precision and escalating complex matters when necessary.
• Collaboration: Collaborate with Compliance, Corporate Secretary, and Sales to deliver the best experience to the client.

Requirements

• Education: Recognised degree or diploma in Business Administration or equivalent.
• Experience: Ideally experience in client-facing roles, handling sensitive information and complex client matters.
• Technical Skills: Hands-on experience with Google Workspace, Microsoft applications, and various productivity software.
• Compliance Knowledge: A good understanding of Singapore regulatory compliance (ACRA, AML/CFT) is highly preferred.
• Mindset: Self-motivated, proactive, and highly organised with a "detail-oriented" approach.
• Adaptability: Ability to thrive in a fast-paced, technology-driven, and VUCA environment.
• Communication: Excellent interpersonal and communication skills to effectively support entrepreneurs.

Benefits

• Humility and kindness: Humility is a core attribute we hire for, which means we have a culture of not taking ourselves too seriously and being able to laugh. Kindness is also incredibly important. We are committed to creating and nurturing a diverse and inclusive environment.
• Flexibility: You’ll be able to work from home 3 days per week.If you need to start early or start late to cater to your family or other needs, we don’t mind, so long as you get your work done and proactively communicate. You can also work fully remote from anywhere in the world for 1 month each year.
• Financial benefits: We pay competitive market salaries, a $1,200 wellness allowance and provide staff with generous paid time off and holiday schedules. Certain staff at Sleek are also eligible for our employee share ownership plan and can share in the upside of our stellar growth trajectory as we work toward listing on a prominent stock exchange in the Asia Pacific region.
• Personal growth: You’ll get a lot of responsibility and autonomy at Sleek - we move at a fast pace so you’ll be making decisions, making mistakes and learning. There’s also a range of internal and external facing training programmes we run. We’re also at the forefront of utilising AI in our space and are developing a regional centre of AI excellence. It is our intention that if you leave Sleek, you leave as a more well-rounded person and professional.
• Sleek is also a proudly certified B Corp. Since we started our journey in 2017, we’ve been committed to building Sleek as a force for good. In just over 5 years, we’ve joined a community of industry leaders like Patagonia, Ben & Jerry's, and P&G who are building an inclusive, equitable, and a regenerative economy.